Running Reports

Last Updated: Jun 30, 2014 09:13AM CDT
Our reporting section lets you create custom reports from our pre-designed templates. We give you the flexibility to choose the fields you want to see on each report. The different filters allow you to choose which information you want to see at any given time. If there is a report you would like to have, but cannot seem to get, please let us know.


To run a Report or Template:

  1. Navigate to the Admin Module ~ Reports Tab.
  2. Expand the Report Type for that report/template.
  3. Click on the report name.
  4. Depending on the report, you may be presented with a Filter window. To proceed without filtering the report click Run Report.


To filter a Report or Template:

  1. Follow the instructions above.
  2. In step 4, select the parameters you want to use for this report. If there is a date field in this report you can filter by date range. Then use the tabs below to filter by other criteria for this report.
  3. When you are done making your selections, click Run Report.


To print a Report or Template:

  1. Follow the instructions above for running a report.
  2. Once the results are displayed, click the Print button.
  3. Follow the dialog box for your printer to print the report.


To export a Report or Template:

  1. Follow the instructions above for running a report.
  2. Once the results are displayed, click the Export button.
  3. Follow the dialog box for your browser to export the report.


Custom Reports


To build your own Custom Report:

  1. Navigate to the Admin Module ~ Reports Tab.
  2. Expand the Report Type for that report/template.
  3. Click New to the right of the template you want to start with.
  4. Enter the title for your new report.
  5. Select/De-select the fields you want displayed on this report by highlighting the field name and clicking the right or left arrow buttons.
  6. Once you are satisfied, click the Save button.


To edit your own Custom Report:

  1. Navigate to the Admin Module ~ Reports Tab.
  2. Expand the Report Type for that report/template.
  3. Click Edit to the right of the report you want to edit.
  4. Make any changes to the report title and fields.
  5. Once you are satisfied, click the Save button.


To delete a Custom Report:

  1. Navigate to the Admin Module ~ Reports Tab.
  2. Expand the Report Type for that report/template.
  3. Click Edit to the right of the report you want to edit.
  4. Click the Delete button.

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